Lemelson Capital Management

Overview

Lemelson Capital Management is a hedge fund based in Jericho, New York, specializing in deep value and special situations investments. The firm was founded in 2012 and is led by Chief Investment Officer Fr. Emmanuel Lemelson, a Greek Orthodox priest who also serves as the CIO of the hedge fund. The firm's investment philosophy is rooted in a Christian perspective, emphasizing good stewardship and ethical considerations in investment decisions. This approach involves selecting investments based on strict value criteria to mitigate risk and often lead to better-than-average returns. The firm's investment strategy focuses on deep value and special situations, targeting opportunities that are undervalued or mispriced in the market. This includes investments in companies undergoing significant changes, such as restructurings, turnarounds, or other special situations that may lead to substantial value creation. The firm employs a rigorous analysis process to identify these opportunities, aiming to achieve superior returns for its investors. Lemelson Capital Management has demonstrated a strong track record of performance. For instance, The Amvona Fund, LP, which began in September 2012, achieved a cumulative performance of 188.06% by January 2017, compared to 77.91% for the S&P 500 Total Return Index over the same period. Similarly, The Spruce Peak Fund, LP, launched in March 2021, reported a cumulative performance of 55.71% by December 2023, outperforming both the S&P 500 Total Return Index and the Dow Jones Credit Suisse Hedge Fund Index. These results reflect the firm's commitment to its investment philosophy and its ability to deliver value to its investors.

Investment Focus

• Accredited investors only
• Investment horizon: 5+ years
• High risk tolerance
• Alignment with Christian investment principles

Portfolio Companies